Client Administrator – Financial Planning

Client Administrator – Financial Planning | London (Hybrid) | Up to £40,000 Bonus & Exceptional Benefits

Are you an experienced administrator looking to further your career in financial planning within one of the UK’s most prestigious wealth management firms?

We’re working with a highly respected national Investment Management and Financial Planning organisation to find a Client Administrator to support their London-based team. This is an exciting opportunity to join a forward-thinking business known for its high standards, outstanding training, and progression opportunities.

What you’ll be doing:

You’ll be a key member of the Financial Planning team, working closely with Financial Planners to ensure a smooth and professional client experience. Your duties will include:

Supporting Financial Planners with all administrative tasks related to client service
Building strong relationships with clients and maintaining regular contact
Preparing meeting packs, valuations, and policy documentation
Maintaining accurate client records on internal systems
Liaising with internal operational teams and third-party providers
Supporting with new business processes and anti-money laundering documentation
Promoting and assisting clients with digital tools and portals

What we’re looking for:

At least a year of experience in financial services, ideally in a similar administrative support role
Excellent communication, organisational and client service skills
The ability to prioritise work effectively and stay calm under pressure
Strong attention to detail and a proactive mindset
A good standard of education – degree desirable but not essential
An interest in gaining further qualifications (full training support provided)

Why join?

This firm is renowned for its supportive culture and commitment to staff development. You’ll benefit from:

A competitive salary up to £40,000
A generous bonus scheme
Hybrid working model (3 days in the office, 2 from home)
Comprehensive core benefits including:
Private medical insurance
Group income protection and life assurance
Enhanced pension contributions
Employee assistance programme and wellbeing support
Generous holiday allowance with holiday purchase options
Access to voluntary benefits such as dental, critical illness and travel insurance
Season ticket loan, cycle to work scheme, gym discounts, and more
Full funding for professional qualifications

If you’re looking for a career-defining opportunity to join a market leader in financial services, we’d love to hear from you.